| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 97 | 203,287 | IVV, VCIT, BRK-B, AMZN | 13F-HR | 5/5/2025 | 000190304425000002 |
| Q4 2024 | 92 | 203,182 | IVV, VCIT, AMZN, VCSH | 13F-HR | 2/11/2025 | 000190304425000001 |
| Q3 2024 | 92 | 195,737 | IVV, VCIT, AMZN, BRK-B | 13F-HR | 11/8/2024 | 000190304424000004 |
| Q2 2024 | 88 | 176,367 | IVV, VCIT, AMZN, BRK-B | 13F-HR | 8/13/2024 | 000190304424000003 |
| Q1 2024 | 85 | 170,776 | IVV, VCIT, AMZN, BRK-B | 13F-HR | 5/6/2024 | 000190304424000002 |
| Q4 2023 | 80 | 152,975 | IVV, VCIT, AMZN, BRK-B | 13F-HR | 2/12/2024 | 000190304424000001 |
| Q3 2023 | 77 | 136,007 | IVV, VCIT, AMZN, BRK-B | 13F-HR | 11/8/2023 | 000190304423000004 |
| Q2 2023 | 81 | 138,704 | IVV, VCIT, AMZN, BRK-B | 13F-HR | 8/10/2023 | 000190304423000003 |
| Q1 2023 | 80 | 133,622 | VCIT, IVV, BRK-B, AMZN | 13F-HR | 5/11/2023 | 000190304423000002 |
| Q4 2022 | 71 | 121,190 | IVV, VCIT, BRK-B, SPYG | 13F-HR | 2/13/2023 | 000190304423000001 |
| Q3 2022 | 70 | 107,697 | IVV, AMZN, BRK-B, SPYG | 13F-HR | 11/1/2022 | 000190304422000004 |
| Q2 2022 | 71 | 104,897 | IVV, AMZN, BRK-B, SPYG | 13F-HR | 8/1/2022 | 000190304422000003 |
| Q1 2022 | 70 | 118,591 | IVV, AMZN, BRK-B, SPYG | 13F-HR | 5/12/2022 | 000190304422000002 |
| Q4 2021 | 70 | 120,266 | IVV, AMZN, SPYG, BRK-B | 13F-HR | 2/1/2022 | 000190304422000001 |